Commercial Lines Account Manager

Traina & Traina Insurance Agency, Inc
Sterling, MA


Our Agency continues to grow, and we have an opportunity for a CL Account Manager.

Position Requirements

The Ideal candidate will have:

At least 5 years of commercial lines customer service experience with a record of success

Strong oral and written communication skills

Strong working knowledge of Microsoft products (Outlook, Word, Excel, etc.)

MUST be familiar with most types of commercial insurance products

Ability to prioritize and self-manage a large workload within specific service level standards and train your assistant.

Professional designations and bookkeeping experience are a plus

Responsibilities include:

Handling an established book of business and perform all duties related to servicing that book - renewals, policy processing, policy changes, Invoicing, and audit reviews, for both standard market and surplus lines accounts

Remarket and account round existing clients

Review and recommend coverages

Handle new business accounts - compare, quote and market to carriers as needed

Issue Certificates of Insurance and verify proper coverage requirements for contractual obligations

Prepare RMV forms

Ability to read contracts to determine insurance needs

A working knowledge of Applied TAM system preferred.  Experience with Contractors a plus.

We offer a competitive salary and benefits package that includes medical, disability, life insurance and a 401K Plan.